Regional Investment Officer

Our client a successful, well respected, multi-billion asset financial institution seeks a Regional Investment Officer to work with high net worth clients (HNW) insuring their investments are meeting their stated objectives. This is an opportunity to join a firm who is in an accelerated growth mode, offering opportunity for professional growth.

Situated in the Ozarks, this is a regional hub offering restaurants, entertainment, and medical facilities for the region.

Duties:

Develop new business through internal and external centers of influence

Work with clients to determine the asset allocation that best meets their objectives.

Review clients’ investment portfolios to insure that their investment objectives are being met.

Work with trust administrators to insure that clients’ needs are being met.

Work with internal Financial Planners to develop and implement financial plans for clients and prospective clients.

Be a part of the community, developing relationships with external centers of influence to generate new business.

Qualifications: As Regional Investment Officer, you will:

Have successful sales experience; the ability to develop new clients and to ask for business

Have experience in wealth management working with high net worth individuals

Have an understanding of investment accounts, and trusts both revocable/irrevocable